Customer Services
Account Opening
Account Type
Please choose either one
  • Cash Securities Trading Account
  • Margin Securities Trading Account
Application Method

(A) Apply in Person

To open an account, please visit our Office in person and provide relevant supporting documents (as indicated below):

Supporting documents for account opening
  • Individual / Joint Account
    • Copy of Individual (and Joint) Client's Identity Card or Passport
    • Bank statement or utility bill with the name of the Client printed thereon within the last 3 months as the proof of residential address
  • Corporate Account
    • Certified true copy of Identity Card or Passport of Director(s) and authorized signatory(ies)
    • Certified true copy of extracts of Board Resolution
    • Certified true copy of Director List and Shareholder List
    • Certified true copy of Certificate of Incorporation
    • Certified true copy of Business Registration Certified true copy of Memorandum and Articles of Association
    • Audited financial statements for the latest financial year
    • (For authorized person) Certified true copy of Identity Card of Passport (if applicable)
    • For overseas companies, please also provide various certificates

(B) Apply by Mail

i ) Download and fill in the "Client Agreement"
  • Download and fill in the 《Account Opening Form》《W-8Ben》.
  • Before you sign any document, please make sure you have read, understood and agreed with the content of《Client Agreement》. Signature is needed for any amendment; please note that all signatures must be consistent.

ii ) Submit relevant supporting documents

Before submitting, please check that you have provided the following documents that we need to process your application:
  • Filled and signed《Account Opening Form》《W-8Ben》
  • All relevant supporting documents for account opening (please refer to above "Supporting documents for account opening")
  • Apply by mail only applicable to Individual / Joint Account
  • Please enclose a personal cheque with minimum of HK$10,000 payable to “Central Wealth Securities Investment Limited" and post to our Head Office, The personal cheque should be issued by licensed bank in Hong Kong. Signature on cheque and 《Account Opening Form》 must be consistent. Such amount will be deposited to your securities trading account opened with our Company.
  • For overseas client, the "Securities Trading Agreement" must be certified by an affiliate of a registered person or professional person.
  • Please post the above relevant supporting documents to:
    Room 506, 5/F., New East Ocean Centre,
    9 Science Museum Road, TST East,
    Kowloon, Hong Kong

ii ) Verify Information

Our Customer Service Officer will contact you to explain all information in detail. After the application is approved and the personal cheque cleared, your new securities account is established. Client number and password will be sent to you by post or email.
Fund Deposit and Trading
  • For fund deposit, you can deposit fund into your securities account via bank transfer, remittance or cheque. After deposit, please fax the payment slip or cheque copy with your name, client no. with signature to (852) 39858 4666 and call (852) 3958 4600 for confirmation.
  • For trading, please contact our Trading Hotline: (852) 3958 4688